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Balancing governance and flexibility as Smartsheet adoption scales
Over the past year, I’ve been building Smartsheet systems in a multi-partner environment supporting project management, reporting, and operational workflows. As adoption has grown internally and across partner organizations, one challenge I’ve been thinking more about is balancing governance and standardization with…
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Ownership transfer
I'm the new operations manager at my company, however our previous operations manager resigned but before he did he did not transfer ownership of all our smartsheets. So when there is a notification of something we have no way of knowing because it continues to go to the previous owner. Since I'm not sure what access level…
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Dashboard theme inspiration
If you're anything like me, you may need help in choosing the right colours for your dashboard to envoke the right tone. Good news! Here's a couple of amazing resources that can help make this simple: 100 colour combinations Great for inspiration in designing your own dashboard theme! Pallete Generator When you're ready to…
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What are some fun and unique ways you use Smartsheet?
I’d love to hear the creative ways the Smartsheet community is using Smartsheet for fun or unique ways, whether at work or in your personal life! Have a story to share? Drop it in the thread! One of the best parts of hosting user groups is getting to meet amazing customers and hear their stories. Here’s one of my favourite…
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Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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RAID Log for Program
Hi All, I’m looking for some ideas and suggestions regarding RAID logs. I currently manage a portfolio of 18 projects and would like to align each individual RAID log with a program-level dashboard. Does anyone have a RAID log template they’d be willing to share? Additionally, I’d appreciate any guidance on how to…
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Combination Charts for Dashboard
I have several dashboards where I would really need to use a Combination Chart to display my data appropriately. Linking to google sheets or other external sources is not an option for me because my data is housed in Smartsheet and is updated in real time. Having the ability to display a combination line/column chart would…
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Tableau x Smartsheet Integration
Being able to feed dashboard charts from tableau data/import tableau data into grid sheets/reports.
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How to preserve Gantt chart dependencies in a report?
Hello, I have created a report of my PP to display Gantt view of tasks and most importantly the dependencies on a dashboard report. However, the Gantt view loses all dependencies when you create a report!! Any solution to this? Thank you!